Joe Vecchio
Shore Financial Planning, LLC · Monmouth Beach, New Jersey
Joe Vecchio is a fee-only financial advisor at Shore Financial Planning, LLC in Monmouth Beach, New Jersey, who holds the CFP, CPA and MBA credentials. Joe charges a flat fee or retainer and focuses on tax planning, small business owners and real estate investors.
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Specialties
Who they serve
- Founders
- Executives
- High earners
Facts
| Firm | Shore Financial Planning, LLC |
|---|---|
| Based in | Monmouth Beach, New Jersey |
| Fee model | Flat fee or retainer |
| Assets under management | $54.6M across 309 accounts |
| Credentials | CFP · CPA · MBA · PFS |
| Firm size | 3 employees |
| Website | shorefp.com |
| Profile |
How Joe's firm compares
- Shore Financial Planning, LLC's average account is about $177,000, from its Form ADV (assets managed divided by 309 accounts).
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Questions about Joe
Is Joe Vecchio a fee-only financial advisor?
Yes. Joe Vecchio is listed in the XY Planning Network directory (XYPN members are fee-only).
How does Joe charge for financial advice?
Joe charges a flat fee or retainer.
Where is Joe Vecchio based?
Joe Vecchio is based in Monmouth Beach, New Jersey.
What does Joe specialize in?
Joe's specialties include tax planning, small business owners and real estate investors. Joe works with founders, executives and high earners.
What credentials does Joe Vecchio hold?
Joe Vecchio holds the CFP, CPA, MBA and PFS credentials.
How much does Shore Financial Planning, LLC manage?
Shore Financial Planning, LLC reports $54.6M across 309 accounts in assets under management.
How do I contact Joe Vecchio?
Through Joe's website, shorefp.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in New Jersey
Other advisors in New Jersey who focus on tax planning
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Shore Financial Planning, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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